---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/24625333.md"
description: "$NVIDIA(NVDA.US) surged last night for the following reasons,First, the most direct news is that the supply chain order information for Blackwell GB200 chips shows that Microsoft is currently the largest GB200 customer globally, with orders surging 3-4 times in Q4 this year, exceeding the total orders of all other cloud service providers combined.Second, TSMC's outstanding performance earlier indicates continued optimism about AI demand prospects.Third, I believe it's a catch-up rally. The S&P 500 has hit new highs for five consecutive weeks, and Nvidia, as the king of performance, after lying low for four months, finally reached a new high."
datetime: "2024-10-22T00:23:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/24625333.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/24625333.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/24625333.md)
author: "[复利魔方3650](https://longbridge.com/zh-CN/profiles/7185361.md)"
---

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# $NVIDIA(NVDA.US) surged last night for the followi…


### 相关股票

- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [S&P 500 (.SPX.US)](https://longbridge.com/zh-CN/quote/.SPX.US.md)
- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md)

## 评论 (4)

- **飞翼零 · 2024-10-22T00:28:53.000Z · 👍 1**: 买了点 call 赚个饭钱就跑了
- **复利之星 · 2024-10-22T00:26:24.000Z · 👍 1**: Awesome! MEGMEET in A-shares supplies power to NVIDIA. Any research on this?
- **LUCK. · 2024-10-22T00:24:36.000Z**: 还接着涨吗？
  - **复利魔方3650** (2024-10-22T11:23:18.000Z): 短期信息无法预支